KPP Advisory Services LLC

Vicki Marchand is a Series 66-licensed financial advisor with 24 years of industry experience. She has been with KPP Advisory Services LLC since 2017 and also maintains a longstanding affiliation with LPL Financial since 2009. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and offers both discretionary and non-discretionary portfolio management alongside written financial plans and periodic reviews.

Kyle Roy is a financial advisor at KPP Advisory Services LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at AIG Capital Services, Inc. and Sunamerica. Outside of advising, he is engaged in writing a book. KPP Advisory Services LLC offers personalized financial planning, investment management, and comprehensive wealth management services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in assets and employs a fiduciary standard, focusing on mutual fund and ETF asset-allocation portfolios supplemented by third-party managers and algorithm-based strategies.

Derrick Vickery is a financial advisor with KPP Advisory Services LLC in Somerset, KY, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at LPL Financial LLC and KPP Advisory Services since 2021 and previously spent ten years with Hospice of Lake Cumberland. Outside of advisory work, he serves as CFO for Roofing of Southern Kentucky. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and offers discretionary and non-discretionary portfolio management with a focus on mutual funds, ETFs, and third-party manager strategies.

Miles Moskwa is a CFP® professional with three years of experience in financial advising, currently with KPP Advisory Services LLC in Louisville, KY. His background includes roles at Kentucky Planning Partners and LPL Financial LLC, as well as prior experience in the restaurant industry. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and emphasizes asset allocation portfolios supported by third-party managers and algorithm-based strategies.

William Allen is a financial advisor with KPP Advisory Services LLC and holds a Series 66 designation. He has experience working with LPL Financial LLC and Meridian Wealth Management, alongside roles outside the financial industry including construction. Allen was a full-time student athlete during his college years. KPP Advisory Services LLC provides personalized financial planning, investment management, and comprehensive wealth management services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on mutual fund and ETF-based, asset-allocation portfolios supplemented by third-party managers and algorithm-based strategies.

William Ralston is a CFP® professional with 23 years of industry experience, currently affiliated with KPP Advisory Services LLC since 2017 and LPL Financial LLC since 2012. He provides investment advisory services through KPP Advisory Services, an independent registered investment advisor. KPP Advisory Services LLC offers personalized financial planning, investment management, and comprehensive wealth management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and emphasizes asset-allocation portfolios primarily focused on mutual funds and ETFs, incorporating third-party managers and algorithm-based strategies.

Jacob Geoghegan is a financial advisor with KPP Advisory Services LLC, holding a Series 66 designation and one year of industry experience. He has previously worked with LPL Financial and Kentucky Planning Partners and has a background that includes a period as a student. Outside of advising, he provides administrative support to KPP Advisory Services LLC. KPP Advisory Services LLC serves individuals, trusts, estates, charitable organizations, small businesses, and retirement plans with personalized financial planning, investment management, and wealth management services. The firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on mutual fund and ETF-based asset allocation, supplemented by third-party managers and algorithm-driven strategies.

Martin Walthers is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at KPP Advisory Services since 2017 and has prior experience with LPL Financial, FH Clarkson Financial Services, and Robert H. Clarkson Financial Services. KPP Advisory Services LLC provides financial planning, investment management, and wealth management services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets, focusing on mutual fund and ETF portfolios supplemented by third-party managers and algorithm-based strategies, and operates under a fiduciary standard.

David Mcillwain is a financial advisor with KPP Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at LPL Financial LLC and FSC Securities Corporation. KPP Advisory Services LLC provides personalized financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on mutual fund and ETF-based, asset-allocation portfolios supplemented by third-party managers and algorithm-driven strategies.

Austin Hill is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at LPL Financial, Fund Evaluation Group, Raymond James & Associates, and Jefferson National Securities Corporation. Outside of his advisory work, he is involved with King of the Hill LLC, a real estate rental business. KPP Advisory Services LLC offers personalized financial planning, investment management, and comprehensive wealth management for individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The multi-advisor firm manages approximately $874 million in client assets and employs a fiduciary approach with portfolios focused on mutual funds and ETFs, supplemented by third-party managers and algorithm-based strategies.

Ladonna Dowdy is a financial advisor with KPP Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She previously worked at Raymond James Financial Services Advisors Inc. and LPL Financial. KPP Advisory Services LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on mutual fund and ETF asset allocation portfolios, supplemented by third-party managers and algorithm-based strategies.

Benjamin Hopper is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding a Series 66 designation and six years of industry experience. He has been with KPP Advisory Services and LPL Financial since 2019. His prior work includes roles at Western Kentucky University and Domino's. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and emphasizes asset allocation portfolios supplemented by third-party managers and algorithm-based strategies under a fiduciary standard.

Eric Poole is a CFP® professional with 11 years of industry experience, currently serving as an advisor at KPP Advisory Services LLC since 2017. He also has a background with LPL Financial LLC, where he has worked since 2013. Outside of his advisory roles, Poole is involved in providing long-term care insurance planning through LTCI Partners. KPP Advisory Services LLC is a multi-advisor firm offering financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on mutual fund and ETF asset allocation, supplemented by third-party managers and algorithm-based strategies.

Michael McCulloch is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding a Series 66 designation and 14 years of industry experience. He has worked at KPP Advisory Services since 2017 and LPL Financial since 2014. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The multi-advisor firm manages approximately $874 million in client assets and offers both discretionary and non-discretionary portfolio management with a focus on mutual funds, ETFs, third-party managers, and algorithm-based strategies.

Bruce Arnold is a CFP® professional with 44 years of experience in the financial industry. He is currently with KPP Advisory Services LLC and has previously worked at LPL Financial LLC and FSC Securities Corporation. Arnold holds Series 63 and Series 65 licenses. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $874 million in client assets, offering discretionary and non-discretionary portfolio management with a focus on mutual fund and ETF asset-allocation strategies.